Creating a Project Charter S

Project Charter Template

	PROJECT CHARTER TEMPLATE
	GENERAL PROJECT INFORMATION
	PROJECT NAME
	PROJECT SPONSOR
	PROJECT MANAGER
	EMAIL ADDRESS
	PHONE NUMBER
	ORGANIZATIONAL UNIT
	PROCESS IMPACTED
	EXPECTED START DATE
	EXPECTED COMPLETION DATE
	EXPECTED SAVINGS	$0
	ESTIMATED COSTS	$0
	GREEN BELTS ASSIGNED
	BLACK BELTS ASSIGNED
	DESCRIBE THE PROBLEM OR ISSUE, GOALS, OBJECTIVES, AND DELIVERABLES OF THIS PROJECT
	PROBLEM OR ISSUE
	PURPOSE OF PROJECT
	BUSINESS CASE
	GOALS / METRICS
	EXPECTED DELIVERABLES
	DEFINE THE PROJECT SCOPE AND SCHEDULE
	WITHIN SCOPE
	OUTSIDE OF SCOPE
	TENTATIVE SCHEDULE	KEY MILESTONE	START		COMPLETE
		Form Project Team / Preliminary Review / Scope
		Finalize Project Plan / Charter / Kick Off
		Define Phase
		Measurement Phase
		Analysis Phase
		Improvement Phase
		Control Phase
		Project Summary Report and Close Out
	DEFINE THE PROJECT RESOURCES AND COSTS
	PROJECT TEAM
	SUPPORT RESOURCES
	SPECIAL NEEDS
	COST TYPE	VENDOR / LABOR NAMES	RATE	QTY	AMOUNT
	LABOR				$0
	LABOR				$0
	LABOR				$0
	LABOR				$0
	LABOR				$0
	MISCELLANEOUS				$0
			TOTAL COSTS		$0
	DEFINE THE PROJECT BENEFITS AND CUSTOMERS
	PROCESS OWNER
	KEY STAKEHOLDERS
	FINAL CUSTOMER
	EXPECTED BENEFITS
	TYPE OF BENEFIT	DESCRIBE BASIS OF ESTIMATE			EST BENEFIT
	SPECIFIC COST SAVINGS
	ENHANCED REVENUES
	HIGHER PRODUCTIVITY (SOFT)
	IMPROVED COMPLIANCE
	BETTER DECISION MAKING
	LESS MAINTENANCE
	OTHER COSTS AVOIDED
					$0
	DESCRIBE PROJECT RISKS, CONSTRAINTS, AND ASSUMPTIONS
	RISKS
	CONSTRAINTS
	ASSUMPTIONS
	Prepared by:		Date:

IMPORTANT REMINDER A narrative written charter must be circulated and signed by the project sponsors. You can attach a completed version of this template to your narrative written charter in an effort to keep it short and concise. Please make sure you meet with the project team and sponsors before completing this template. Much of the information required will need to come from a discussion with team members and sponsors.

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